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BIMCO analyst Filipe Gouveia said geopolitical disruptions are weighing on the dry bulk outlook, with the effective closure of the Strait of Hormuz the largest uncertainty and attacks on ships and ports in the Black Sea adding risk. BIMCO set two 2027-2028 scenarios, one with Hormuz closed and one with it open.
It expects supply-demand balance to deteriorate, with fleet growth outpacing demand, especially in Capesize.
Rising dry bulk freight costs and uncertainty raise the landed cost of imported feed ingredients, while a fleet oversupply later could ease freight rates.
worldports.orgCarlos NievesNov 14, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
